DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Brian Bruce Bristow
Feed of 09/14/2026
At current firm
0 y
since Apr 9, 2026
In the industry
22 y
since Sep 29, 2003 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Csenge Advisory Group, LLC independent RIA currentsince Apr 9, 2026 · Houston, Tx
- Cuna Brokerage Services, Inc. formerNov 10, 2015 to Feb 17, 2022 · Montpelier, Vt
- M Holdings Securities, Inc. BD affiliatedSep 16, 2009 to Jul 14, 2015 · Portland, Or
- Esi Financial Advisors independent RIAAug 18, 2005 to Jul 29, 2009 · Montpelier, Vt
Moves
a registration end followed by a registration begin elsewhere
- Cuna Brokerage Services, Inc. to Csenge Advisory Group, LLCleft Feb 17, 2022, registered Apr 9, 2026 (1512 days) · Affiliated broker-dealer or bank to independent RIA
- M Holdings Securities, Inc. to Cuna Brokerage Services, Inc.left Jul 14, 2015, registered Nov 10, 2015 (119 days) · Other
- Esi Financial Advisors to M Holdings Securities, Inc.left Jul 29, 2009, registered Sep 16, 2009 (49 days) · Other
Signals
- Brian Bruce Bristow left Cuna Brokerage Services, Inc. for Csenge Advisory Group, Llc (registered 2026-04-09)Feb 17, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address